Dashboard
The dashboard is the first thing your team sees after logging in — a live overview of sales, stock and cash, with the items that need attention today surfaced up top. It adapts to the modules you've enabled, so you only see what's relevant to your business.
Dashboard Overview
The dashboard is your home screen. It shows an overview of your business at a glance.
- KPI bar (Sales module) — Revenue this month and total outstanding accounts receivable.
- Quick action buttons — Create new quotes, orders, invoices, purchase orders, production orders, and more.
- Actionable items — Quotes to send, orders ready to ship, invoices to send, overdue invoices, orders waiting for stock, quotes expiring soon, and unsettled credit notes.
The dashboard adapts to which modules are enabled. If Purchasing is disabled, purchasing stats and buttons are not visible.